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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,933 | $181,896-90.7% | $156,551-89.2% | $273,972-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.42% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $912 | $6,248-85.4% | $5,501-83.4% | $4,869-81.3% |
| Participant deferral / active EE | $2,067 | $5,550-62.8% | $4,871-57.6% | $5,287-60.9% |
| Admin fee / account holder | $669 | $15,560-95.7% | $13,028-94.9% | $10,133-93.4% |